Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 127.1%, underperforming the market by 21.9% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 5.7% S&P 500: 6.4%
Year To Date: -7.9% S&P 500: 3.5%
Beta: 1.15 Accuracy: 56.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
EGBN 9/21/2018 -2.05%
CIB 9/21/2018 -6.49%
CATY 9/21/2018 -9.66%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
AFSI 93.87%
BBD 91.24%
SPRD 78.73%
** 76.71%
STT 75.82%